Skip to main contentThe Financials module ensures you get paid. It bridges the gap between your daily sales and your accounting software (Xero/QuickBooks).
Invoicing
Retail vs Corporate
- Retail: Customers receive a “Sales Receipt” instantly via email.
- Corporate: Account customers receive a formal “Tax Invoice”.
Bulk Invoicing
Save hours of admin with the Bulk Run.
- Go to Financials > Bulk Invoicing.
- Select Period: e.g., “Last Month”.
- Generate: The system grabs all unpaid orders for account customers, consolidates them into single PDF invoices (one per company), and emails them automatically.
Managing Payments
Reconciliation
If a customer pays via BACS/Bank Transfer:
- Go to the Invoice or Customer Account.
- Click Add Payment.
- Select “Bank Transfer” as the method. This clears the balance.
Refunds & Voids
Mistakes happen.
- Refund: Returns money to the customer (e.g., via Stripe).
- Void: Cancels a transaction that was entered in error (e.g., wrong payment method recorded), removing it from your financial reports without triggering a bank transfer.
Accounting Exports
Your accountant will love this.
- Xero / QuickBooks: Connect your account in Settings.
- Sync: Daily sales and invoices are pushed automatically.
- Tax coding: Verify your VAT/Tax rates are mapped correctly to your chart of accounts.
End of Day (Cashups)
Invoicing
